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Georgia Georgia

Find Retirement Planners for Retirement Planning in Georgia

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Georgia, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Georgia

Davidson Hepburn

Northwestern Mutual

1100 Peachtree Street NE
Suite 1000

Atlanta, GA 30309

770-891-6416

Temp S Davis IV

Integrated Financial Partners

132 Old Norton Rd
Suite 103

Fayetteville, GA 30215

404-456-0592

David Fountain

Financial Consultants Group

1080 Sanders Road
Suite 300

Cumming, GA 30041

770-627-2121

Kevin Garrett

Integrated Financial Group

200 Ashford Center North
Suite 400

Atlanta, GA 30338

770-353-6311

Michael Collopy

Veracity Capital, LLC

2859 Paces Ferry Rd, STE #635

Atlanta, GA 30339

678-685-3265

Sam Evans

Evans Wealth Management

6340 Sugarloaf Parkway
Suite 200

Duluth, GA 30097

770-828-8303

Craig Pfau

Locust Lane Wealth Management

420 Majestic Cove

Milton, GA 30004

315-427-0512

W. Steve Marbert

Richard Young Associates, Ltd.

205 Hudson Trace

Augusta, GA 30907

706-739-0725

John Puckett

Lifetime Asset Management

3457 Lawrenceville-Suwanee Rd, Suite B

Suwanee, GA 30024

678-541-0866

Momentum Wealth Management

Momentum Wealth Management

1201 Front Ave
Suite N

Columbus, GA 31901

706-842-2400

List of Additional Retirement Planners in Georgia*

* Additional advisor listing is provided in partnership with Yext

Andrew Kronitz - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3647

Allstate Personal Financial Representative: Rodney Dunn

1899 Cleveland Hwy

Dalton, GA 30721
423-645-6167

Angela M De Lion - Ameriprise Financial Services, LLC

1275 Shiloh Rd NW
Ste 2320 & 2321

Kennesaw, GA 30144
678-306-4008

A.J. Mahmood - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6212

David Duff - Ameriprise Financial Services, LLC

601 N Belair Sq
Ste 29

Evans, GA 30809
706-836-0918

Atlanta GA, Private Wealth Management - UBS Financial Services Inc.

Terminus 100
3280 Peachtree Road NE

Atlanta, GA 30305
404-479-6001

Trillium Partners - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3301

Allegiance Retirement Solutions

1790 Atkinson Road
Suite C

Lawrenceville, GA 30043
404-815-9470

Atlanta Retirement Partners

200 Ashford Center North
Suite 400

Atlanta, GA 30338
404-814-0141

The Battle Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3671

BLW Financial Services

4501 New Jesup Highway
Suite 104

Brunswick, GA 31520
912-571-4612

Apex Insurance Advisors

3796 Tamiami Trail

Cumming, GA 30041
770-888-3151

Tim Owens

325 Fifth St.

Macon, GA 31201
478-738-6080

Sanabria Credit Repair

404-707-5949

Ann E Pasky - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6894

Browne, Draper, & Land Financial Concepts

118 West King Street

Dalton, GA 30720
706-226-0144

Jamie Doss - Ameriprise Financial Services, LLC

1 S Broad St SW

Rome, GA 30161
706-295-4008

Xception Advisory Group

2200 Century Parkway NE
Suite 750

Atlanta, GA 30345
404-524-7900

Allstate Personal Financial Representative: Donald Bonnet Jr

1971 Thornton Rd

Lithia Springs, GA 30122
404-563-0517

Broadland Wealth Management - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6446

Apex Financial Services

2295 Parklake Drive
Suite 456

Atlanta, GA 30345
770-934-8686

Active Financial Group

600 Kennesaw Avenue
Suite 100

Marietta, GA 30060
678-574-0080

Balance Wealth

125 TownPark Drive
Suite 300

Kennesaw, GA 30144
404-441-9387

Acumen Investment Strategies, LLC

1800 Phoenix Blvd. Bldg 400
Suite 400-14

Atlanta, GA 30349
404-487-0046

Edward Jones - Financial Advisor: Graham B Bailey, AAMS"

113 Towne Lake Pkwy
Ste 130

Woodstock, GA 30188
678-445-9525

Johnny Elder - Morgan Stanley

945 Broadway

Columbus, GA 31901
706-596-5197

Raymond Merrell Fennel - Ameriprise Financial Services, LLC

40 Eastbrook Bend D

Peachtree City, GA 30269
770-486-1117

Mark C Callaway - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-264-4288

Brock Zielmanski Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2106

Family Wealth Management Group

81 Crown Mountain Place
A-500

Dahlonega, GA 30533
706-864-8631

John R Powell - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7630

First Command Financial Advisor - Sean Dye

110 MLK Jr. Dr
2B

Hinesville, GA 31313
912-459-1100

Goosehead Insurance - Christie Long

1201 Brampton Avenue

Statesboro, GA 30458
912-764-6195

Goosehead Insurance - Barry Gravitt

785 King George Boulevard
Unit 107

Savannah, GA 31419
912-398-5434

Allstate Personal Financial Representative: Amanda Corbin

3041 Martha Berry Hwy NW

Rome, GA 30165
706-844-7888

Gregory Haik, Mortgage Loan Originator

3405 Dallas Hwy
#720

Marietta, GA 30064
470-531-2041

Element Wealth Advisors - Ameriprise Financial Services, LLC

800 Mount Vernon Hwy
Ste 350

Atlanta, GA 30328
678-871-2222

Jake House, Mortgage Loan Originator

175 Country Club Drive
Suite 400 A

Stockbridge, GA 30281
470-481-4674

Edward Jones - Financial Advisor: John F Pulicare

1741 Newnan Crossing Blvd East
Suite D

Newnan, GA 30265
770-252-3742

Edward Jones - Financial Advisor: Sonny Daniels

1115 Woodstock Rd
Ste 200

Roswell, GA 30075
770-518-1539

Clements Financial Services

4243 Dunwoody Club Drive
Suite 101

Atlanta, GA 30350
770-396-6556

The Axis Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-2570

The McDaniel - Rothfarb - Cherniak Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7605

Stephen H Hooten - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4614

4P Wealth Trust

6600 Peachtree Dunwoody Road
Embassy Row 600 Suite 575

Atlanta, GA 30328
470-474-4798

Richard Saunders - Ameriprise Financial Services, LLC

3475 Lenox Rd NE
Ste 600

Atlanta, GA 30326
404-995-8670

Atlanta Payroll Services, Inc

260 Peachtree Street Northeast
Suite 2200

Atlanta, GA 30303
678-951-0689

Mike Butler - Ameriprise Financial Services, LLC

75 Jackson St
Ste 403 Bldg 400

Newnan, GA 30263
770-683-8740

Will Lobb - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6028

George David Fritts - Ameriprise Financial Services, LLC

6000 Lake Forrest Dr
Ste 107

Atlanta, GA 30328
770-609-6322

DTLR

1000 Southlake Mall
Space 2437

Morrow, GA 30260
678-422-9303

Allstate Personal Financial Representative: Christopher Barton

1651 Thompson Bridge Rd

Gainesville, GA 30501
770-823-2527

Broadus E Willingham - Morgan Stanley

5444 Riverside Dr
2nd Fl

Macon, GA 31210
478-471-2288

James M Butler - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-471-2281

Lee Haverstock - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2272

Oconee State Financial Services

706-769-3629

Anthony Shin - Ameriprise Financial Services, LLC

5881 Glenridge Dr
Ste 250

Atlanta, GA 30328
678-941-9751

Ronald Mc Kelvy - Ameriprise Financial Services, LLC

1573 N Three Notch Rd

Ringgold, GA 30736
706-965-7790

Brooks Woodruff - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3291

Roberts Wealth Management

125 Townpark Drive
Suite 300

Kennesaw, GA 30144
770-872-7466

Dallas Washburn - Ameriprise Financial Services, LLC

422 E State St
Apt A

Savannah, GA 31401
912-341-0810

Jeff Richardson - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2975

The Provident Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3031

Aleece Ackerman

770-418-0300

Manish Patel - Ameriprise Financial Services, LLC

292 S Main St
Ste 300

Alpharetta, GA 30009
678-202-0490

Fred Weingart - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2123

Scott Allen - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-643-7655

James Ralph Compton - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3202

The Stribling Group - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-471-2275

Alan Parker - Ameriprise Financial Services, LLC

11175 Cicero Dr
Ste 450

Alpharetta, GA 30022
770-776-2898

Bleakley Financial

3715 Northside Parkway
Building 100

Atlanta, GA 30327
404-891-9240

Allstate Personal Financial Representative: Farrah Marie Wright Naugher

803 N Tennessee St

Cartersville, GA 30120
706-566-0046

Allstate Personal Financial Representative: Jay Woodall

440 Prospect Pl

Alpharetta, GA 30005
404-381-6013

Sendhavkumar Nagar

770-242-7163

Capital Concepts USA

404-869-8559

Kim McDougall - Ameriprise Financial Services, LLC

5 Concourse Pkwy
Ste 3033

Atlanta, GA 30328
404-459-2392

Edward Jones - Financial Advisor: Bernard Lapierre

140 Vann St
Suite 300

Marietta, GA 30060
770-423-9298

UBS Institutional Consulting - Atlanta - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3050

Tamekia Fallin

3805 Crestwood Pkwy
#529

Duluth, GA 30096
470-375-7759

Centric Wealth Group - UBS Financial Services Inc.

3280 Peachtree Road NE
21st floor

Atlanta, GA 30305
404-479-5944

David Rodney Thielen - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3551

First Command Financial Advisor - Sonny Oladokun

4333 Bemiss Rd
Ste 10

Valdosta, GA 31605
229-469-7159

Michael G Sasser - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7693

Taylor Bergen, Mortgage Loan Originator

900 Circle 75 Parkway
Suite 750

Atlanta, GA 30339
470-289-6634

Malani Jeavanna Credit Counseling Services LLC

678-392-9869

Tammy Burge, Mortgage Loan Originator

175 Country Club Drive
Suite 400 A

Stockbridge, GA 30281
470-344-1484

John Knuth - Ameriprise Financial Services, LLC

2180 Satellite Blvd
Ste 100

Duluth, GA 30097
770-497-5734

Sandra Wynn

180 Roswell St
Front Building

Alpharetta, GA 30009
678-495-4061

Jim Pember - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4643

Melanie Ann Walton - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2965

Walton Centennial

900 Walton Way

Roswell, GA 30076
770-648-0198

Allstate Personal Financial Representative: William Hodge

4015 Washington Rd
Ste J

Martinez, GA 30907
706-831-7902

Dunning Silliman - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3289

First Command Financial Advisor - Will Kepley

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

Capital Choice: Virgil Hooper

320 W. Lanier Ave
Suite 200

Fayetteville, GA 30214
678-521-1809

Constance L Woods - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3876

Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2100

Edward Jones - Financial Advisor: Will Southwell

20 N Main Street

Moultrie, GA 31768
229-985-5900

Elizabeth H Porter - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6300

Linea Private Wealth Management

4401 Northside Parkway
Suite 900

Atlanta, GA 30327
800-357-1922

Jos Chalmers - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-837-3617

Joel Ginaldi

325 Fifth St.

Macon, GA 31201
478-738-6075

One Source Advisory Services LLC

260 Peachtree Street
Suite 2200

Atlanta, GA 30303
404-230-8451

Bob Twardos - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7679

Allstate Personal Financial Representative: Gregory Robinson

7160 Moon Rd
Ste F

Columbus, GA 31909
706-464-7800

James W Shelden Jr. - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2247

Loring A Brown - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3862

JK Edwards & Company

1883 McDonough Road
Suite 200A

Hampton, GA 30228
770-472-2005

Justin D. Streeter, CPA, CFP, APMA - Ameriprise Financial

6000 Lake Forrest Dr NW
107

Atlanta, GA 30328
678-831-4532

Katy Hartnett - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
803-642-7047

Prabhdeep Francis

275 Scientific Drive
Suite 2800

Norcross, GA 30092
770-242-7163

Heather Winner - Ameriprise Financial Services, LLC

601 N Belair Sq
Ste 29

Evans, GA 30809
706-312-2000

Shuning Li

470-375-7759

Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2960

Robert Boisvert - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3193

Joe Kurelic - Ameriprise Financial Services, LLC

5855 Sandy Springs Cir NE
Ste 100

Sandy Springs, GA 30328
770-641-0980

Allstate Personal Financial Representative: Kenneth Yingling

400 Galleria Pkwy SE
Ste 1160

Atlanta, GA 30339
678-993-3640

Elizabeth Porter - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6496

Ian Weinstein - Ameriprise Financial Services, LLC

300 Galleria Pkwy SE
Ste 1020

Atlanta, GA 30339
770-612-0200

Century Wealth Consulting Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3254

S Neal Rhoney - Ameriprise Financial Services, LLC

825 Juniper St NE

Atlanta, GA 30308
404-564-4266

Proactive Wealth Strategies

533 Johnson Ferry Rd.
Bldg. C Ste 100

Marietta, GA 30068
770-635-4102

Eastman Financial, LLC

4732 Olde Village Lane

Dunwoody, GA 30338
678-731-9869

National Financial Group

400 Galleria Parkway
Ste 1500

Atlanta, GA 30339
678-990-5058

Senior Financial Planning, LLC

2551 Roswell Rd NE
Suite 209

Marietta, GA 30062
770-973-5220

Herb Lively Insurance

208 College Blvd

Statesboro, GA 30458
912-489-4634

Newby-Stahl Advisory Group

411 East 2nd Street

Rome, GA 30161
706-584-7271

Cindy Skaggs, CFP

200 Ashford Center North
Suite 400

Atlanta, GA 30338
770-353-6483

Strive Financial Solutions

6400 Powers Ferry Rd NW
Ste 105

Atlanta, GA 30339
678-541-2800

Mangham-Scott Wealth Management

3715 Northside Parkway
Building 200, Suite 490

Atlanta, GA 30327
404-816-1153

Elliott & Associates Wealth Advisors, Inc.

1225 Johnson Ferry Road
Suite 600

Marietta, GA 30068
770-451-2446

Fujiyama Wealth Management

7000 Central Parkway NE
Suite 260

Atlanta, GA 30328
678-736-5194

Edward Jones - Financial Advisor: Michael W Meeks, ChFC®

2935 N Ashley St
Suite 106

Valdosta, GA 31602
229-244-2977

Stevens Financial Group

2200 Northside Crossing

Macon, GA 31210
478-550-3460

Wealth Management Outfitters

315 Allen Street

Cumming, GA 30040
770-887-6710

Hillcrest Financial Services

100 Bowen Rd. NE

White, GA 30184
770-977-3538

Commonwealth of Atlanta LLC

5909 Peachtree Dunwoody Road
Building D, Suite 990

Sandy Springs, GA 30328
678-842-3100

Scott Cortner - Morgan Stanley

500 Westpark Dr.
Suite 100

Peachtree City, GA 30269
678-734-9400

Bert Madden - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3566

Stark Financial Strategies

305 Cooper Road
Suite 200

Loganville, GA 30052
770-554-9660

Edwin Mayer - Ameriprise Financial Services, LLC

11175 Cicero Dr
Ste 450

Alpharetta, GA 30022
404-460-1748

Tracy Aufleger - Ameriprise Financial Services, LLC

3325 Paddocks Pkwy
Ste 110

Suwanee, GA 30024
678-456-6210

Jack S Levine - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4649

Heather J Seigler - Morgan Stanley

1 10th St
Suite 600

Augusta, GA 30901
706-823-8141

Quinn Rolfes

325 Fifth St.

Macon, GA 31201
478-738-6076

Stan Lowenstein - Ameriprise Financial Services, LLC

11175 Cicero Dr
Ste 450

Alpharetta, GA 30022
404-460-1754

David Forston - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1719

Scott Schoenberg - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7635

Andrew Perlman - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2973

Alpharetta, GA Branch Office - UBS Financial Services Inc.

12600 Deerfield Parkway, #400

Alpharetta, GA 30004
678-518-3600

John Riedl - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7607

Katrina Doris

275 Scientific Drive
Suite 2800

Norcross, GA 30092
770-242-7163

The Rudolph-Berg Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5989

Olson Associates, Home of "The Financial MAXI-MISER Process"

701 Bombay Lane

Roswell, GA 30076
770-740-8744

Thomas H. Steele - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3820

Levine & Associates - Ameriprise Financial Services, LLC

3725 Lawrenceville-Suwanee Rd
Ste A-7

Suwanee, GA 30024
770-904-2082

Richard Paul Grodzicki - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700 Atlanta

Atlanta, GA 30326
404-848-2601

Sid Ganju - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3885

Matthew P Newall - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7639

Burt Banks - Ameriprise Financial Services, LLC

825 Juniper St NE

Atlanta, GA 30308
404-591-2462

Jonathan Dickson - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3891

Frank Jones - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-471-2276

E. Nathan (Nate) Gibbs - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3052

Joseph Carroll - Ameriprise Financial Services, LLC

6285 Barfield Rd
Ste 250

Atlanta, GA 30328
770-352-9650

Edward Jones - Financial Advisor: Ali McKay

2024 E Pinetree Blvd
Suite G

Thomasville, GA 31792
229-558-6228

The Carvalho/Yates Group - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-949-4100

DeHaan Wealth Management

230 Creekstone Ridge

Woodstock, GA 30188
770-432-1592

Planters First Bank- Pineview Drive In

106 North Pine Street

Pineview, GA 31071
229-624-2475

Greg Hepner - Ameriprise Financial Services, LLC

8300 Dunwoody Pl
Ste 120

Atlanta, GA 30350
770-645-2977

Edward Jones - Financial Advisor: Lonnie Edward Jones, CFP®|AAMS®

7797 Nashville St
Ste 1

Ringgold, GA 30736
706-935-2684

Stifel | Rus Harden, CFA

33 Bull Street
Suite 200

Savannah, GA 31401
912-234-5400

Courtney S. Evans - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3679

Chris Dodd - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-949-4106

Edward Jones - Financial Advisor: Paul D Harrison

583 Grant Street SE

Atlanta, GA 30312
404-589-1171

Ashworth Sullivan Wealth Advisors

30000 Mill Creek Ave # 340

Alpharetta, GA 30022
770-771-5812

Audrey Croft - Ameriprise Financial Services, LLC

515 E Crossville Rd
Ste 130 Bldg 100

Roswell, GA 30075
770-518-8146

Timewise Financial

3380 Trickum Rd
Building 1200-200

Woodstock, GA 30188
770-420-2954

My Eyelab

166 Crossroads Blvd
#110

Dawsonville, GA 30534
706-200-4152

Edward Jones - Financial Advisor: Patrick J Michel, CFP®

116 West Taylor St

Griffin, GA 30223
770-228-3210

Jay Geaslen - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1753

Signature Processing, Inc

800-948-0525

The DeLaHunt Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7692

Steven Crowley - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6799

Charles Weber - Ameriprise Financial Services, Inc.

1501 Johnson Ferry Rd
Ste 125

Marietta, GA 30062
678-285-1202

J Hudson Garrett - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-596-5193

Jamila Hoyett - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1718

Brown-Rose Wealth Management - Morgan Stanley

475 Sea Island Road

St. Simons Island, GA 31522
844-224-0582

The Beacon Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2365

Shelly Smith - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7634

Edmond M Smith III - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8143

Steven Moore - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3650

Randall J Snipes - Morgan Stanley

1 10th St
Suite 600

Augusta, GA 30901
706-823-8113

Leslie Michelle Hoyer, SWBC Mortgage

178 Bracketts Way
Suite 5

Blairsville, GA 30512
706-835-7286

Smart Accounting Solutions

1 Huntington Road
Suite 203

Athens, GA 30606
706-227-9191

Melan Financial

1720 Old Springhouse Lane
Suite 310

Dunwoody, GA 30338
404-314-2103

Goosehead Insurance - John Stewart

55 Park Square Court
Suite 101

Roswell, GA 30075
678-695-6646

Garrett Hurst - Ameriprise Financial Services, LLC

2859 Paces Ferry Rd SE
Ste 1160

Atlanta, GA 30339
770-431-5120

Walton At Columns Drive

3702 River Heights Xing SE

Marietta, GA 30067
404-665-9682

Colony Wealth Management

133 Ocilla Hwy.

Fitzgerald, GA 31750
229-423-2270

Tomas A Blanno and Company, LLC

8525 Edwardton Dr

Roswell, GA 30076
770-353-6315

Mullen Financial Planning

1640 Powers Ferry Road Building 2
Suite 200A

Marietta, GA 30067
770-693-2460

Richard Garber - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6347

Allstate Personal Financial Representative: James Hunt III

157 Mack Rd

Pooler, GA 31322
704-249-7308

Allstate Personal Financial Representative: Raul Lopez

200 Galleria Pkwy SE
Ste 260

Atlanta, GA 30339
818-517-6625

Christopher Aufleger - Ameriprise Financial Services, LLC

3325 Paddocks Pkwy
Ste 110

Suwanee, GA 30024
678-456-6210

Victor Ferrugia - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3549

Jordan Eison - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3867

Gary Neigeborn - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1767

The Zero Mile Post Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-705-6500

Scott Sapp

325 Fifth St.

Macon, GA 31201
478-738-6070

Capital Investment Companies- James Mothorpe

205 Kentwood Drive

Peachtree City, GA 30269
770-486-3807

Allstate Personal Financial Representative: Kenneth Epperson

1135 Church St SE

Covington, GA 30014
404-384-2335

New Corporate Xpress

3379 Peachtree Rd NE
Ste 555

Atlanta, GA 30326
844-480-3863

Yeomans Consulting Group Inc.

61 Atlanta Street Southeast

Marietta, GA 30060
770-427-5227

Integrated Wealth Strategies

200 Ashford Center North
Suite 400

Atlanta, GA 30338
770-353-6303

David Crawford - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2156

Secure Retirement Solutions, LLC

5280 Mirror Lake Dr

Cumming, GA 30028
404-348-6489

Destiny Financial Group

3330 Cumberland Boulevard
Suite 400

Atlanta, GA 30339
770-941-5757

Robson Planning Group

3405 Dallas Highway
Suite 820

Marietta, GA 30064
678-391-6987

Ginger R. Jackson Queener - UBS Financial Services Inc.

12600 Deerfield Parkway
Deerfield Commons

Alpharetta, GA 30004
678-518-3630

Leslie Anthony Netter - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3335

Buckhead Consulting Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-848-8526

The Dodd Consulting Team - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3200

Tanner Investment Group

119 North Patterson Street

Valdosta, GA 31601
229-232-8211

Eric L. Garbade - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2105

Story Wealth Management Group

210 East Ward Street

Douglas, GA 31533
912-384-0030

WealthFolio Retirement Planning

11340 Lakefield Drive
Suite 200

Johns Creek, GA 30097
678-923-9732

Rosenberg Financial Group, Inc.

2517 Moody Road
Suite 100

Warner Robins, GA 31088
478-922-8100

H.L. Dingle & Company, Inc.

10 Glenlake Parkway
Suite 130

Atlanta, GA 30328
404-273-0900

Geoffrey Gill - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700

Atlanta, GA 30326
404-760-3254

Wealth Integrity Financial, LLC

6340 Sugarloaf Parkway
Suite 200

Duluth, GA 30097
770-495-3463

Seth Deitchman - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7619

Frederica Wealth Advisory

5500 Frederica Road
Suite 2108

Saint Simons Island, GA 31522
912-268-2230

Tim Jeffrey - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3275

Edward Jones - Financial Advisor: Ismael Espada Jr, AAMS"

1237 1st Ave
Suite A

Columbus, GA 31901
706-324-4011

Shannon Hill - Ameriprise Financial Services, LLC

3525 Piedmont Rd NE
Bldg 5-110

Atlanta, GA 30305
770-431-5130

Chris Stewart - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7643

Scott Watkins - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6444

Southern Insurance Associates of Dunwoody

2394 Mount Vernon Road
Suite 150

Dunwoody, GA 30338
770-392-1818

David David Crawford - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2129

Full Cup Financial

2900 Paces Ferry Road
Building B

Atlanta, GA 30339
770-433-3030

Deborah A Grote - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2316

Allen Shpigel - Ameriprise Financial Services, LLC

5881 Glenridge Dr
Ste 250

Atlanta, GA 30328
404-913-9133

Professional Associates Wealth Coaching

3535 Roswell Road
Building 30

Marietta, GA 30062
770-578-0257

Keystone Financial Services

100 Glendalough Court
Suite B1

Tyrone, GA 30290
866-678-3770

Hill & Hill Financial, LLC

402 Creekstone Ridge

Woodstock, GA 30188
770-672-0402

Lakeview Capital Partners

1201 Peachtree Street Northeast
Suite 1850

Atlanta, GA 30361
404-841-2224

Charles Pinigis - Ameriprise Financial Services, LLC

2180 Satellite Blvd
Ste 100

Duluth, GA 30097
770-497-5731

Duren and Associates - Ameriprise Financial Services, LLC

1202 Bombay Ln

Roswell, GA 30076
770-642-8504

MacKelfresh & Associates - Ameriprise Financial Services, LLC

5855 Sandy Springs Cir NE
Ste 100

Sandy Springs, GA 30328
404-459-9161

Richard D Yow - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3056

Jessica Hensley - Ameriprise Financial Services, LLC

1202 Bombay Ln

Roswell, GA 30076
770-642-8504

Foundational Wealth Advisory

6501 Peake Road
Building 300

Macon, GA 31210
478-336-5330

John Atlas - Morgan Stanley

500 Westpark Dr.
Suite 100

Peachtree City, GA 30269
678-734-9370

First Command Financial Advisor - Ed Patisaul-CLOSED

4027 Watson Blvd
Ste 240

Warner Robins, GA 31088
478-333-6517

Ronell Carmichael - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2129

Philanthropy Financial

1200 Ashwood Parkway
Suite 140

Atlanta, GA 30338
678-525-5312

Glass Financial Group

241 West Wieuca Road Northeast
Suite 100

Atlanta, GA 30342
404-255-5043

Matthew London - Ameriprise Financial Services, LLC

125 Plantation Ctr Dr S
Building 300 Suite A

Macon, GA 31210
478-471-6764

The Glenridge Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3865

Will Rogers - Ameriprise Financial Services, LLC

601 N Belair Sq
Ste 29

Evans, GA 30809
706-312-2000

Priscilla Pauley - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5942

MD Financial Independence Group, LLC

335 Parkway 575
Suite 210

Woodstock, GA 30188
404-981-2949

Wealth Enhancement & Preservation

5755 North Point Parkway
Suite 232

Alpharetta, GA 30022
678-739-0175

Spooner Financial Group, LLC

665 South Crosslane Road

Monroe, GA 30656
678-386-9856

Senior Income & Retirement Solutions

4325 Washington Rd

Evans, GA 30809
706-294-4270

Derbend Asset Management

525 Clubhouse Dr.
#100

Peachtree City, GA 30269
770-631-4007

Ferguson Shapiro LLC

One West Court Square
Suite 750

Decatur, GA 30030
404-567-6998

The Amos - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2386

Quay Financial Group, Inc.

1005 Weatherstone Parkway
Suite 210

Woodstock, GA 30188
770-924-5440

Darlenes Virtual Services

770-714-0392

Karen Tekulsky - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3513

The Pasky Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6300

Financial Innovations

6111 Peachtree Dunwoody Rd
F 101

Atlanta, GA 30328
404-458-0065

Steven Domenico - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7680

Thomas Edward Gibbons - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-471-2267

Kinship Wealth Partners

1050 Crown Pointe Parkway
Suite 1700

Atlanta, GA 30338
770-512-5192

Georgia Retirement Council

315 Resource Parkway

Winder, GA 30680
770-868-5500

Hayes Wealth Advisors

4965 Leisure Valley

Dunwoody, GA 30338
404-954-1133

Sweat & Associates, LLC

8659 South Marcus Street

Wrightsville, GA 31096
478-864-1040

Financial Architects of the Low Country

340 Eisenhower Drive
Suite 1313

Savannah, GA 31406
912-658-5497

Freedom Wealth Partners

1690 Stone Village Lane NW
Suite 221

Kennesaw, GA 30152
678-831-3561

Dasher & Padgett Financial Advisors, Inc.

2551 Lafayette Plaza Drive

Albany, GA 31707
229-883-3500

Michael Silver - Ameriprise Financial Services, LLC

11175 Cicero Dr
Ste 450

Alpharetta, GA 30022
770-677-1318

Travis Echols, Echols Financial Services

1205 Peachtree Parkway
Suite 1104

Cumming, GA 30041
770-889-8887

Burke B. Murph II

2410 Bemiss Road
Ste A

Valdosta, GA 31602
229-242-4153

Phillips Wealth Management

777 Gloucester St
Suite 301

Brunswick, GA 31520
912-342-7373

Robert S. Prater, Jr. - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3160

Peter Levy - Ameriprise Financial Services, LLC

345 Creekstone Rdg

Woodstock, GA 30188
770-591-7700

Allstate Personal Financial Representative: Heather Holloway

2971 Monroe Hwy

Bogart, GA 30622
770-286-1837

Spencer Dean

3300 Cumberland Blvd SE

Atlanta, GA 30339
770-367-3472

Edward Jones - Financial Advisor: Jeff Holland

4562 Forsyth Road
Suite 3

Macon, GA 31210
478-757-0210

Wright B Waddell - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-596-5183

Leslie Cook - Ameriprise Financial Services, LLC

2300 Henderson Mill Rd NE
Ste 130

Atlanta, GA 30345
770-496-8965

Glenn Ware

410 West 10th St.

West Point, GA 31833
706-645-6249

Morgan Stanley Financial Advisors

945 Broadway

Columbus, GA 31902
706-324-5471

David Mills - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6500

Kelvin Pettaway - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1732

Cumberland Financial Group

445 Manget Street
Suite 200

Marietta, GA 30060
678-581-3292

First Command Financial Advisor - James Morris

1015 Tyrone Rd
Suite 320

Tyrone, GA 30290
678-364-9920

Bradley Cull - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5925

James A Thomas - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8115

J.C. Mauldin - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7625

Jeremy E Wilson - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8116

The Varriano Lajevardi Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3637

The Sitka Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3297

Richard Battle - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3671

Christian Cherniak - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7615

Michael Altman - Ameriprise Financial Services, LLC

8300 Dunwoody Pl
Ste 120

Atlanta, GA 30350
770-645-2977

Michael Perez - Ameriprise Financial Services, LLC

3490 Piedmont Rd NE
Ste 1005

Atlanta, GA 30305
404-464-7150

Dao Diem Phan

145 Nobel Ct
Suite 200

Alpharetta, GA 30005
770-674-4005

Main Street Financial Group

12640 Crabapple Road
Suite 200

Milton, GA 30004
678-398-4528

Linscomb & Williams

2727 Paces Ferry Road Southeast Building Two
Suite 1475

Atlanta, GA 30339
770-333-0113

W. Field Gudenrath - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-471-2283

Endurance Planning Group - Ameriprise Financial Services, LLC

2859 Paces Ferry Rd SE
Ste 1160

Atlanta, GA 30339
770-431-5120

Navdeep Mann

770-242-7163

Alexander Zimmerman - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1741

Frank H Doherty - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6523

Derek P Scrivner - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-596-5831

Peter Ritten, CFP, CMT - UBS Financial Services Inc.

1200 Abernathy Road
600 Northpark Town Center

Atlanta, GA 30328
678-441-1087

The Palisades

5909 Peachtree Dunwoody Road Bdg D
Ste 1100

Atlanta, GA 30328
770-730-2000

Lewis Martin III - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3270

Consilium Financial Group

1025 Old Roswell Road
Suite 104

Roswell, GA 30076
678-647-8040

Will Ellis - Ameriprise Financial Services, LLC

107 Vernon St

La Grange, GA 30240
706-884-6470

Barry Gorowitz - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2296

Kenneth Zielmanski - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2106

The David Group - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-324-5471

Chad Boles - UBS Financial Services Inc.

3560 Lenox Rd, N.E.
Suite 2800

Atlanta, GA 30326
404-848-8523

Dennis Hendrix - Ameriprise Financial Services, LLC

945 Broadway
Ste 100

Columbus, GA 31901
706-320-2551

Sherry L Murphy - Ameriprise Financial Services, LLC

350 Town Center Ave
Ste 300

Suwanee, GA 30024
678-714-2036

The Indigo Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
800-421-2741

Jason Sturzoiu | Financial Compass

1952 Riverton Drive

Suwanee, GA 30024
404-626-3322

Godfrey Newton - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3206

John Anderson - Ameriprise Financial Services, LLC

11175 Cicero Dr
Ste 450

Alpharetta, GA 30022
404-460-1763

Jonathan M Linder - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3857

Regimen Wealth - Ameriprise Financial Services, LLC

300 Galleria Pkwy SE
Ste 1020

Atlanta, GA 30339
770-612-0200

Lee Ann Gregg - Ameriprise Financial Services, LLC

2180 Satellite Blvd
Ste 100

Duluth, GA 30097
770-497-5725

Jamie Hill - Ameriprise Financial Services, LLC

3525 Piedmont Rd NE
Bldg 5-110

Atlanta, GA 30305
770-431-5130

Ethan Staats - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3841

Janet B. Spector, LTCP, CLTC Financial Adviser

4806 Teak Drive

Columbus, GA 31909
770-730-2200

The Wassaw Group - Morgan Stanley

7402 Hodgson Memorial Drive
Suite 200

Savannah, GA 31406
912-692-4600

Manka Kaur - Ameriprise Financial Services, LLC

3490 Piedmont Rd NE
Ste 1005

Atlanta, GA 30305
404-995-8671

Mark D Rosenberg - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2104

Andreas Wilder - Ameriprise Financial Services, LLC

2859 Paces Ferry Rd SE
Ste 1160

Atlanta, GA 30339
770-431-5120

Jennifer Cox - Ameriprise Financial Services, LLC

96 Lakeshore Dr
Ste A

St Marys, GA 31558
912-882-2295

William Grubbs - Ameriprise Financial Services, LLC

8300 Dunwoody Pl
Ste 120

Atlanta, GA 30350
770-645-2977

Farnham & Associates - Ameriprise Financial Services, LLC

96 Lakeshore Dr
Ste A

St Marys, GA 31558
912-882-2295

Mark Tabak - Ameriprise Financial Services, LLC

3325 Paddocks Pkwy
Ste 110

Suwanee, GA 30024
404-786-1969

Ron Washburn - Ameriprise Financial Services, LLC

422 E State St
Apt A

Savannah, GA 31401
912-341-0810

Scott King - Ameriprise Financial Services, LLC

1200 Abernathy Rd
Ste 1750

Atlanta, GA 30328
404-460-1734

Eddie Armstrong - Ameriprise Financial Services, LLC

11175 Cicero Dr
Ste 450

Alpharetta, GA 30022
770-776-2880

Mark Kantor - Ameriprise Financial Services, LLC

11175 Cicero Dr
Ste 450

Alpharetta, GA 30022
770-754-9670

Mike Fulton

2450 Atlanta Highway
Suite 901

Cumming, GA 30040
404-514-9312

Haskell D Toporek - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8103

MPS Partners - UBS Financial Services Inc.

3280 Peachtree Road NE
21st floor

Atlanta, GA 30305
404-479-6125